# Board Of Trustees, Operating Engineers Annuity Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-operating-engineers-annuity-plan-plan

> Board Of Trustees, Operating Engineers Annuity Plan's DC plan: 23,774 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Operating Engineers Annuity Plan

- **Sponsor EIN:** 946090764

- **Sponsor Address:** 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502

- **Plan Type:** DC

- **Total Participants:** 23,774

- **Total Assets:** $548.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|23,774|$548.3M|$40.2M|$0|

| 2023|23,224|$481.2M|$38.3M|$0|

| 2022|22,615|$405.0M|$33.9M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|NONE|$840,724|—|$840,724|

| MULTI-PLAN SERVICES AGENCY, INC.|NONE|$233,304|—|$233,304|

| ZENITH AMERICAN SOLUTIONS|NONE|$199,449|—|$199,449|

| MORGAN STANLEY SMITH BARNEY|NONE|$160,000|—|$160,000|

| SALTZMAN & JOHNSON|NONE|$69,870|—|$69,870|

| MILLER KAPLAN ARASE LLP|NONE|$39,817|—|$39,817|

| HORIZON ACTUARIAL SERVICES LLC|NONE|$20,500|—|$20,500|

| MAILRITE PRINT & MAIL, INC.|NONE|$17,836|—|$17,836|

| STEPHEN HORN INSURANCE SERVICES|NONE|—|$14,595|$14,595|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [STEPHEN HORN INSURANCE SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,596,095

- **Estimated Expense Ratio:** 0.291% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,697,630|$161,050|$199,449|$39,817|—|

| 2023|$3,382,510|$160,000|$191,609|$48,300|—|

| 2022|$1,598,134|$964,946|$179,719|—|$147,271|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-operating-engineers-annuity-plan-plan)

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